Managed by Philippe Laffont
AUM Tracked
$28.9B
AI Exposure
48.7%
AI & Tech holdings for Coatue Management
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 1,800,000 | $2.2B | 22.1% | Increased by 32% |
| $POETAI | POET Technologies | 1,200,000 | $6.8M | 2.4% | New Position |
| $AEHRAI | Aehr Test Systems | 650,000 | $18.5M | 1.8% | New Position |
| $MRVLAI | Marvell Technology | 980,000 | $80.5M | 4.5% | Increased by 55% |
| $AMDAI | Advanced Micro Devices | 1,100,000 | $184.6M | 7.8% | Reduced by 8% |
| $META | Meta Platforms | 500,000 | $250.0M | 10.2% | No change |